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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-18 |
Branch Locations
9709 Lakeside Blvd, Ste. 450, The Woodlands, TX 77381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2024 | Present |
| Lpl Financial | Baytown | TX | 11/2010 | 03/2018 |
| Engrave Wealth Partners | The Woodlands | TX | 03/2018 | 01/2024 |
1) INSURANCE AGENT, ENGRAVE WEALTH INSURANCE SERVICES, LLC, 6/2021, TIME SPENT LESS THAN 5 HOURS A MONTH. 2) MEMBER, 5DWHDIRT,LLC, 6/2023, TIME SPENT LESS THAN 1 HOUR A MONTH. 3) MEMBER, UPTICK&CO, LLC, 6/2023, TIME SPENT LESS THAN 1 HOUR A MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-20 |
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